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Building 2GUTT FINANCIAL MANAGEMENT, LLC

Map pinATLANTA, GA
Phone404-237-4188
NotebookSEC #801-47978
Total AUM
$162.1M
Employees
2
Clients
49

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3414 PEACHTREE RD NE
103 MONARCH PLAZA
ATLANTA
GA 30326
United States
Operating Hours
9:00 A.M - 5:00 P.M.
Monday - Friday
Phone
404-237-4188

ReceiptFinancials

Total AUM
$162.1M
Accounts
189
Discretionary
$123.5M
Accounts
136
Non-Discretionary
$38.6M
Accounts
53

ContactClients

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HNW Individual Clients
49
AUM
$162.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
FLGA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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